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Horizon Dynamics
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Right Solution For True Ideas

Healthcare

CPS

Intelligent Shift Planning for Blood Collection Workforce Operations

2024 - presentUnited States8 months
The Challenge

Business context and structural constraints

ARC's scheduling challenge had two layers. The first was prediction: how many staff are needed for a given drive, given historical yield data, site capacity, time of day, and seasonal donor patterns? The second was allocation: which available staff should be assigned, given certifications, proximity, existing schedules, and OJT requirements? Before CPS, both decisions were made manually by regional coordinators working from spreadsheets and local knowledge. The system couldn't scale, and it couldn't react quickly to cancellations or staffing gaps. A platform was needed that handled both the prediction and allocation problem at operational scale — with a UI simple enough that coordinators didn't need training to adopt it.

#1

Multi-constraint optimization at operational scale

The allocation problem involves simultaneous optimization across demand prediction, certification requirements, OJT constraints, geographic assignment, and existing schedule load — for hundreds of staff and dozens of concurrent drives. A greedy allocation approach was implemented with configurable constraint weighting, producing near-optimal assignments in under 2 seconds for typical planning horizons.

#2

Concurrent schedule editing without conflicts

Multiple coordinators may edit schedules simultaneously. Optimistic concurrency control at the assignment level prevents two coordinators from assigning the same staff member to conflicting drives without awareness of the conflict — surfacing the issue at save time with enough context to resolve it cleanly.

The Solution

Architectural approach and implementation

Blood collection drives depend on precisely matched staffing: too few phlebotomists means donors wait, daily quotas go unmet, and scheduled units go uncollected. Too many means wasted labor cost. At the American Red Cross — running thousands of drives annually across dozens of regions — getting this balance right at scale was a fundamentally unsolved operational problem before CPS. CPS is a shift planning platform that replaces manual scheduling with a data-driven allocation system. It ingests upcoming drive parameters — location, expected donor volume, duration, collection type — and generates staffing recommendations that match predicted demand to available personnel, factoring in certifications, existing assignments, and On-the-Job Training requirements. In production since 2024, CPS is used by operational coordinators across ARC's blood collection network to plan and adjust staffing in real time — replacing scheduling spreadsheets that couldn't react to changes and couldn't optimize across more than a handful of variables simultaneously.

Transformation Chain

How we turned the challenge into a solution

Each stage formalizes uncertainty into a concrete engineering outcome

Audit → Dependency Map

Inventory of 17+ disparate systems, data flow mapping, identification of critical integration points and performance bottlenecks

Map → Unified Architecture

Design of event-driven microservice architecture with multi-region data residency and zero-trust security model

Architecture → Working Prototype

Document management MVP with FIDO2 authentication, AES-256 encryption, and basic workflow engine for pilot group

Prototype → Scalable Platform

Horizontal scaling to 160+ countries, multi-tenant isolation, AI document classification with 95% accuracy

Platform → Analytics Core

MyInsights recommendation engine, predictive SLA alerts, personalized delivery of regulatory updates

Core → Continuous Compliance

Automated retention policies for 160+ jurisdictions, document integrity chain, one-click audit report generation

01

Demand-Driven Shift Allocation

The allocation engine ingests drive parameters and generates staffing recommendations ranked by fit score — balancing demand coverage, certification match, geographic proximity, and existing schedule load. Coordinators review and confirm rather than build from scratch. The engine handles multi-constraint optimization across hundreds of staff and dozens of concurrent drives.

02

Real-Time Staffing Gap Analysis

The dashboard continuously evaluates current schedule state against predicted demand across all upcoming drives. Understaffed, overstaffed, and certification-gap scenarios are surfaced with severity indicators — coordinators see what needs attention without manually auditing every drive.

03

Conflict-Aware Scheduling Interface

Drag-and-drop shift assignment with inline conflict detection. Assigning a staff member to a drive that conflicts with their existing schedule, exceeds certification requirements, or violates OJT scheduling rules surfaces a contextual warning immediately — before the assignment is saved.

04

Integrated OJT Planning

On-the-Job Training requirements are treated as first-class scheduling constraints, not afterthoughts. Staff who need OJT on specific procedures are paired with certified supervisors in the allocation model — training gets scheduled as part of the operational plan, not in competition with it.

05

Weekly & Monthly Planning Views

Multi-horizon scheduling views let coordinators plan at different levels of granularity. Weekly view shows drive-level staffing status; monthly view surfaces capacity gaps and resource constraints at a planning level, enabling proactive recruitment or redeployment decisions before shortfalls become critical.

Measurable Impact

The Impact

Quantitative results demonstrating the real impact of implementation on operational efficiency, infrastructure reliability, and platform scalability

Scheduling accuracy improved by 40% — drive-level staffing matches predicted demand within defined tolerance on a consistent basis

Administrative workload reduced by 35% — coordinators spend less time building schedules and more time managing exceptions

Staffing gaps identified in advance — real-time analysis surfaces understaffed and overstaffed scenarios before drives occur, not during

OJT scheduling integrated — training requirements no longer compete with operational staffing; they're planned alongside it

Multi-constraint allocation recommendations generated in under 2 seconds across all upcoming drives

Before
After
100%75%50%25%0%
+43%Scheduling accuracy improvement
+75%Less admin workload
+67%Allocation recommendation time
+72%OJT scheduling conflicts
#1
+43%
Process Velocity Gain
28 index→40 index
#2
+75%
Infrastructure Reliability Coefficient
20 index→35 index
#3
+67%
Platform Scalability Factor
12 index→20 index
#4
+72%
Risk Mitigation Efficiency
29 index→50 index

Technology Stack

Built with proven enterprise-grade technologies

C#
.NET Core 8
MAUI (Android)
Blazor WebAssembly
Entity Framework Core
Azure Active Directory (Microsoft Entra ID)
Telerik UI
MudBlazor
PingFederate
Microsoft Graph API
Azure SQL
Azure Key Vault

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IndustryHealthcare
TypeWeb Platform
Complexity★★★★★
Year2024 - present